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《股市简讯》中国本土AI芯片商再度杀跌，沐曦股份和摩尔线程同创新低

路透中文
Feb 06
《股市简讯》中国本土AI芯片商再度杀跌，<a href="https://laohu8.com/S/688802">沐曦股份</a>和<a href="https://laohu8.com/S/688795">摩尔线程</a>同创新低

* 中国本土AI（人工智能）芯片商本周颓势未改，寒武纪688256.SS周五早盘一度挫4%，创五个半月新低。

* 图形处理器（GPU）芯片设计公司--沐曦股份688802.SS一度跌2.6%，创下新低；全功能GPU芯片设计商--摩尔线程688795.SS跌2.2%，亦创新低。

* AI芯片设计商--海光信息688041.SS一度挫2.3%，创24个交易日新低。

* 美国股市周四大幅收低，微软 MSFT.O、亚马逊 AMZN.O 及其他重量级科技公司下挫拖累纳指跌至11月以来最低，此前Alphabet GOOGL.O 表示，在争夺主导人工智能$(AI)$这一新兴技术的竞赛中，其AI相关资本支出可能会翻倍。

谷歌母公司Alphabet股价下跌0.55%，此前该公司称计划在2026年投入高达1,850亿美元的资本支出。包括Alphabet在内的大型科技企业今年预计将合计在AI上投入超过5,000亿美元。

在近期跌势基础上，微软下跌5%，Palantir PLTR.O 下跌6.8%，甲骨文 ORCL.N 下跌7%。（完）

更多股市简讯请点选CN-CMN-HOT

(发稿 刘珞焱；审校 杨淑祯)

((luoyan.liu@tr.com; +86 021 2083 0166;))

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